Who owns BVE (BVE)
Which tracked institutional funds hold BVE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BVE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
37 tracked funds added or opened BVE while 28 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BVE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BVE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BVE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 160 tracked filers holding BVE, 79 increased or opened the position and 77 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BVE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- VANGUARD CAPITAL MANAGEMENT LLC$20M
- Alberta Investment Management Corp$9M
- ACR Alpine Capital Research, LLC$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- VANGUARD FIDUCIARY TRUST CO$3M
- TUDOR INVESTMENT CORP ET AL$2M
Full exits 11
- VANGUARD GROUP INC$25M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$9M
- Polar Asset Management Partners Inc.$5M
- Boston Partners$4M
- TWO SIGMA ADVISERS, LP$3M
- AMERIPRISE FINANCIAL INC$1M
Largest adds
- GLAZER CAPITAL, LLC$14M
- ALLIANCEBERNSTEIN L.P.$10M
- MORGAN STANLEY$8M
- CIBRA Capital Ltd$5M
- BlackRock, Inc.$4M
- Yakira Capital Management, Inc.$4M
Largest trims
- ROYCE & ASSOCIATES LP$7M
- DIMENSIONAL FUND ADVISORS LP$4M
- WELLS FARGO & COMPANY/MN$4M
- GABELLI FUNDS LLC$3M
- AQR CAPITAL MANAGEMENT LLC$3M
- Merit Financial Group, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 245,782 | $42M | 10.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 114,193 | $20M | 4.8% | 2026-Q1 |
| GLAZER CAPITAL, LLC added | 104,501 | $18M | 4.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 97,046 | $17M | 4.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 85,587 | $15M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 76,521 | $13M | 3.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 73,185 | $13M | 3.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 67,616 | $12M | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 59,825 | $10M | 2.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 60,647 | $10M | 2.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 53,707 | $9M | 2.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 51,177 | $9M | 2.2% | 2026-Q1 |
| Alberta Investment Management Corp added | 50,000 | $9M | 2.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 47,604 | $8M | 2.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 46,479 | $8M | 2.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 41,101 | $7M | 1.7% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 37,778 | $7M | 1.6% | 2026-Q1 |
| Creative Planning added | 34,580 | $6M | 1.5% | 2026-Q1 |
| BCGM Wealth Management, LLC trimmed | 33,593 | $6M | 1.4% | 2026-Q1 |
| CIBRA Capital Ltd added | 32,677 | $6M | 1.4% | 2026-Q1 |
| Yakira Capital Management, Inc. added | 31,972 | $6M | 1.3% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 31,659 | $5M | 1.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 28,833 | $5M | 1.2% | 2026-Q1 |
| ACR Alpine Capital Research, LLC new | 23,754 | $4M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 23,051 | $4M | 1.0% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 21,900 | $4M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 21,546 | $4M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 20,700 | $4M | 0.9% | 2026-Q1 |
| GABELLI & Co INVESTMENT ADVISERS, INC. added | 20,383 | $4M | 0.9% | 2026-Q1 |
| Skandinaviska Enskilda Banken AB (publ) added | 20,194 | $3M | 0.9% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 19,376 | $3M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 18,976 | $3M | 0.8% | 2026-Q1 |
| Groupe la Francaise added | 17,400 | $3M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 16,827 | $3M | 0.7% | 2026-Q1 |
| JBF Capital, Inc. | 15,388 | $3M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 14,811 | $3M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 12,342 | $2M | 0.5% | 2026-Q1 |
| Squarepoint Ops LLC added | 11,943 | $2M | 0.5% | 2026-Q1 |
| CREDIT INDUSTRIEL ET COMMERCIAL added | 11,600 | $2M | 0.5% | 2026-Q1 |
| Magnetar Financial LLC added | 10,971 | $2M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 8,753 | $2M | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 8,729 | $2M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 8,561 | $1M | 0.4% | 2026-Q1 |
| Chicago Capital Management, LLC new | 11,300 | $1M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 8,002 | $1M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 7,874 | $1M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 7,427 | $1M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 6,814 | $1M | 0.3% | 2026-Q1 |
| DEAN INVESTMENT ASSOCIATES, LLC trimmed | 6,445 | $1M | 0.3% | 2026-Q1 |
| DGS Capital Management, LLC added | 6,328 | $1M | 0.3% | 2026-Q1 |
| Abundance Wealth Counselors trimmed | 6,098 | $1M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 5,740 | $988K | 0.2% | 2026-Q1 |
| CSS LLC/IL new | 5,727 | $986K | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd trimmed | 5,513 | $949K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 5,011 | $862K | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 4,833 | $832K | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 4,798 | $826K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,738 | $815K | 0.2% | 2026-Q1 |
| Dean Capital Management added | 4,523 | $778K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 4,460 | $768K | 0.2% | 2026-Q1 |
| OXFORD ASSET MANAGEMENT LLP trimmed | 4,136 | $712K | 0.2% | 2026-Q1 |
| New York Life Investment Management LLC added | 4,127 | $710K | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 4,000 | $688K | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 4,000 | $688K | 0.2% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. trimmed | 3,830 | $659K | 0.2% | 2026-Q1 |
| Trinity Financial Advisors LLC | 3,500 | $602K | 0.1% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 3,378 | $581K | 0.1% | 2026-Q1 |
| Brooklyn Investment Group trimmed | 3,219 | $554K | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 3,198 | $550K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 3,080 | $530K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 3,066 | $528K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 2,977 | $512K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,848 | $492K | 0.1% | 2026-Q1 |
| UBS Group AG added | 2,758 | $475K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 149,099 | $25M | 6.2% | 2025-Q4 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 51,513 | $9M | 2.1% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. new | 30,000 | $5M | 1.2% | 2025-Q4 stale |
| Boston Partners added | 24,883 | $4M | 1.0% | 2025-Q4 stale |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 25,653 | $4M | 0.9% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 15,200 | $3M | 0.6% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 11,826 | $2M | 0.4% | 2025-Q3 stale |
| Evergreen Wealth Management, LLC trimmed | 10,628 | $2M | 0.4% | 2025-Q2 stale |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 10,912 | $2M | 0.4% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC added | 7,444 | $1M | 0.3% | 2025-Q4 stale |
| JOHNSON INVESTMENT COUNSEL INC | 8,255 | $1M | 0.3% | 2025-Q1 stale |
| Connor, Clark & Lunn Investment Management Ltd. new | 5,846 | $991K | 0.2% | 2025-Q4 stale |
| Man Group plc added | 6,941 | $972K | 0.2% | 2025-Q3 stale |
| GLOBEFLEX CAPITAL L P | 5,563 | $943K | 0.2% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 6,553 | $917K | 0.2% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 5,735 | $833K | 0.2% | 2025-Q2 stale |
| Ancora Advisors LLC trimmed | 5,690 | $797K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 4,436 | $751K | 0.2% | 2025-Q4 stale |
| BARR E S & CO trimmed | 4,239 | $719K | 0.2% | 2025-Q4 stale |
| Jump Financial, LLC added | 4,523 | $633K | 0.2% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 4,437 | $622K | 0.2% | 2025-Q3 stale |
| Engineers Gate Manager LP trimmed | 3,569 | $519K | 0.1% | 2025-Q2 stale |
| Numerai GP LLC added | 3,041 | $515K | 0.1% | 2025-Q4 stale |
| Annis Gardner Whiting Capital Advisors, LLC | 3,500 | $490K | 0.1% | 2025-Q3 stale |
| HSBC HOLDINGS PLC trimmed | 2,820 | $479K | 0.1% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC trimmed | 3,175 | $454K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.